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Top related persons:
Josh Brown - 17 Ritholtz's Josh Brown Josh Brown - 3 Blair duQuesnay - 2 Rob Ginsberg - 2 Dow - 2 Ritholtz's Callie Cox Callie Cox - 1 Josh Brown Josh Brown - 1 Tench Coxe - 1
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New Orleans Freehold , New Jersey Smucker Washington United States China New York of New York
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Ritholtz Wealth Management - 22 Nvidia - 4 Nasdaq - 3 CNBC's - 2 Federal Reserve - 2 Dow Jones - 2 Ritholtz Wealth - 2 Apple - 2

Search resuls for: "Ritholtz Wealth Management"


25 mentions found


☆ Believe in the bull market but have rational optimism, says Ritholtz's Callie Cox
  + stars: | 2024-06-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBelieve in the bull market but have rational optimism, says Ritholtz's Callie CoxCallie Cox, Ritholtz Wealth Management chief market strategist, joins 'Money Movers' to discuss the strategist's thoughts on the current market rally, what would spur a selloff in equities, and if a September rate cut is on the cards.
Persons: Ritholtz's Callie Cox Callie Cox Organizations: Ritholtz Wealth Management
☆ The Fed making a mistake isn't going to hurt the bull market, says Ritholtz's Josh Brown
  + stars: | 2024-06-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed making a mistake isn't going to hurt the bull market, says Ritholtz's Josh BrownJosh Brown, Ritholtz Wealth Management CEO, joins 'Closing Bell' to discuss markets and the mega-cap tech stocks leading the S&P and the Fed.
Persons: Ritholtz's Josh Brown Josh Brown Organizations: Ritholtz Wealth Management
☆ Get out of cash, says Josh Brown
  + stars: | 2024-06-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGet out of cash, says Josh BrownJosh Brown, CEO at Ritholtz Wealth Management, joins CNBC's 'Halftime Report' to explain why you shouldn't be holding cash in this market.
Persons: Josh Brown Josh Brown Organizations: Ritholtz Wealth Management
☆ Nvidia’s wild ride in 2024 is boosting insiders’ wealth. What it could mean for employees holding the stock
  + stars: | 2024-06-11 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
The stock's rise has been a boon to employees and insiders at the chip company who own shares. So-called RSUs provide workers with shares at a future date following a vesting period of typically three to five years. Employers can also offer incentive stock options, which allow employees to buy a specified number of shares at a stated – or strike – price. Workers who exercise their ISOs are also subject to capital gains taxes when they sell the stock they've purchased. Nonqualified stock options are another form of equity compensation.
Persons: Tench Coxe, Blair duQuesnay, they're, Albert J, Campo, – Organizations: Nvidia, Securities and Exchange Commission, Ritholtz Wealth Management, CNBC's, Employees, Workers, CPA, Campo Financial Locations: New Orleans, Freehold , New Jersey
☆ With Big Tech’s runaway 2024, it just might be time to part with a few winners. Here's why
  + stars: | 2024-06-05 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +6 min
Those highly appreciated positions can change the risk profile of your portfolio, particularly if it's been a long time since you last rebalanced. Managing the tax hit Trimming heavily appreciated positions in a portfolio that's held in a taxable account may come with a capital gains hit. One potential way to mitigate the tax is to use realized losses to offset those capital gains. In a year when losses exceed capital gains, investors can apply up to $3,000 of those losses to offset ordinary income and then carry over the remainder. Normally, these holdings would be the ones subject to the heftiest capital gains taxes if they were sold.
Persons: Blair duQuesnay, it's, Morningstar, Amy Arnott, Arnott, Roger Aliaga, Diaz, We've, Aliaga, Russell Organizations: Nvidia, Ritholtz Wealth Management, CNBC's, Vanguard, Investors, Federal Reserve, Bond Market, SEC, Aggregate Bond, U.S, Taxpayers Locations: New Orleans
☆ The Setup: Crowdstrike reports earnings tonight
  + stars: | 2024-06-04 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Setup: Crowdstrike reports earnings tonightJosh Brown, CEO at Ritholtz Wealth Management, joins CNBC's "Halftime Report" to discuss what he's expecting from the company.
Persons: Josh Brown Organizations: Ritholtz Wealth Management
☆ Trade Tracker: Josh Brown buys Keurig Dr. Pepper, sells Toast and trims Live Nation
  + stars: | 2024-06-04 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Josh Brown buys Keurig Dr. Pepper, sells Toast and trims Live NationJosh Brown, CEO at Ritholtz Wealth Management, joins CNBC's "Halftime Report" to detail his latest trades.
Persons: Josh Brown, Keurig Dr, Pepper Organizations: Ritholtz Wealth Management
☆ Nvidia will be key to market's direction as Wall Street heads into the summer with May jobs report on deck
  + stars: | 2024-05-31 | by ( Sarah Min | ) www.cnbc.com   time to read: +6 min
Nvidia is the key to how stocks will perform in the next few months as investors head into a seasonally weak period for markets, with the macroeconomic picture once again a center of attention. Stocks capped a winning month in May after a strong earnings season and signs of easing inflation buoyed investor optimism. .VIX YTD mountain CBOE Volatility Index In fact, the CBOE Volatility Index, known as Wall Street's fear gauge, is currently at 14. The broad market index was last around 5,220. Traders will have to rely on macroeconomic data for the next several weeks, including the May jobs report that's on deck next Friday.
Persons: Stocks, what's, Olivier Sarfati, Sarfati, Jensen Huang's, Josh Brown, Jonathan Krinsky, Jeff deGraff, CNBC's, deGraff, Rob Ginsberg, JC O'Hara, Roth, Dow Jones, Thomas Urano, Jobs, Cook Organizations: Nvidia, Nasdaq, Dow Jones, Ritholtz Wealth, Semiconductors, VanEck Semiconductor, Macro, Wolfe Research, Advisory, PMI, Manufacturing, Hewlett Packard Enterprise, Body, Services PMI, Labor, Girls Global, University of, District of Columbia, Consumer Credit Locations: Smucker, Washington
☆ It may be time to take some profits in Nvidia, chart analysts say
  + stars: | 2024-05-29 | by ( Sarah Min | ) www.cnbc.com   time to read: +3 min
Nvidia is now a $2.8 trillion company, an eyewatering figure that places the graphics processing unit maker just behind Apple ($2.9 trillion) and Microsoft ($3.2 trillion) in the S & P 500. At the same time, however, more investors wonder if Nvidia is overvalued and they should start taking profits, especially as the broader market comes under pressure from higher Treasury yields. Nvidia has surged above its 50-day and 200-day moving averages, and it now boasts a price-to-earnings (P/E) ratio of 66. A move toward the upper band could mean the stock is overbought. Correction: A previous version of this article misstated the values of Nvidia, Apple and Microsoft.
Persons: Josh Brown, BTIG's Jonathan Krinsky, Krinsky, Wolfe, Rob Ginsberg, Ginsberg Organizations: Nvidia, Apple, Microsoft, Walmart, Netflix, Wealth, Bollinger
☆ Trade Tracker: Josh Brown buys Corning and SharkNinja
  + stars: | 2024-05-21 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Josh Brown buys Corning and SharkNinjaJosh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to detail his latest buys.
Persons: Josh Brown, Corning Organizations: Ritholtz Wealth Management
☆ Trade Tracker: Josh Brown buys Warner Bros. Discovery
  + stars: | 2024-05-09 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Josh Brown buys Warner Bros. DiscoveryJosh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to break down his latest trade on Warner Bros.
Persons: Josh Brown Organizations: Warner Bros, Ritholtz Wealth Management, Warner Bros .
☆ Josh Brown on Amazon: "This is the new Apple"
  + stars: | 2024-05-09 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJosh Brown on Amazon: "This is the new Apple"Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to explain why he believes Amazon is the new Apple.
Persons: Josh Brown Organizations: Ritholtz Wealth Management, Apple
☆ It's not a bull market outside of AI-related chips, says Ritholtz's Josh Brown
  + stars: | 2024-05-08 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's not a bull market outside of AI-related chips, says Ritholtz's Josh BrownJosh Brown, Ritholtz Wealth Management CEO, joins 'Closing Bell' to discuss the resilience of the market rally, earnings season, and opportunity plays in the market.
Persons: Ritholtz's Josh Brown Josh Brown Organizations: Ritholtz Wealth Management
☆ Dow futures are little changed after index posts sixth straight positive day: Live updates
  + stars: | 2024-05-08 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
Futures linked to the Dow Jones Industrial Average hovered near the flatline Wednesday evening after the 30-stock index posted its sixth consecutive winning day. S&P 500 futures hovered near the flatline, while Nasdaq 100 futures fell 0.1%. During regular trading Wednesday, the S&P 500 inched slightly lower to close near the flatline, while the Nasdaq Composite slid about 0.2%. A slate of falling tech stocks weighed on the indexes, including Uber and Shopify , both of which had recently reported quarterly results. Investors will next turn their attention toward quarterly results from Warner Bros Discovery and Akamai Technologies on Thursday.
Persons: Airbnb, Uber, Dow, Josh Brown, we've Organizations: Dow Jones, Dow, Nasdaq, Ritholtz Wealth Management, Warner Bros Discovery, Akamai Technologies
☆ This Chinese tech fund is still a contrarian play after solid start to the year, Josh Brown says
  + stars: | 2024-05-02 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
The rebound in Chinese tech stocks still has plenty of doubters, but shares could continue to climb, according to Ritholtz Wealth Management CEO Josh Brown. The fund has rallied in 2024 so far following three straight years of losses, and Brown said Thursday that the sentiment had gotten way too negative on Chinese stocks. KWEB 5Y mountain The KWEB fund is up in 2024 after several years of losses. As the full fund name implies, KWEB is not a broad index fund of the Chinese market. Instead, it focuses on growth-oriented tech stocks.
Persons: Josh Brown, Brown, Jim Grant, KWEB Organizations: Ritholtz Wealth, CNBC, CSI China Internet, Tencent Holdings Locations: United States, China
☆ Trade Tracker: Josh Brown sells eBay
  + stars: | 2024-05-02 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Josh Brown sells eBayJosh Brown, CEO at Ritholtz Wealth Management, joins CNBC's "Halftime Report" to explain why he sold eBay.
Persons: Josh Brown Organizations: Ritholtz Wealth Management, eBay
☆ Josh Brown buys more Pfizer
  + stars: | 2024-05-02 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJosh Brown buys more PfizerJosh Brown, CEO of Ritholtz Wealth Management, joins CNBC's Halftime Report' to explain why he's doubling down on Pfizer.
Persons: Josh Brown, Pfizer Josh Brown Organizations: Pfizer, Ritholtz Wealth Management
☆ Trade Tracker: Josh Brown buys Netflix
  + stars: | 2024-04-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Josh Brown buys NetflixJosh Brown, CEO at Ritholtz Wealth Management, joins CNBC's 'Halftime Report' to explain his latest trade.
Persons: Josh Brown, Netflix Josh Brown Organizations: Netflix, Ritholtz Wealth Management
☆ Dow sinks nearly 700 points after GDP report, heading toward its largest drop of the year
  + stars: | 2024-04-25 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +2 min
New York CNN —US stocks sank Thursday morning after the latest GDP report showed that US economic growth slowed to 1.6% in the first quarter of the year, a much weaker pace than expected. “This report was the worst of both worlds: economic growth is slowing and inflationary pressures are persisting,” wrote Chris Zaccarelli, chief investment officer at Independent Advisor Alliance, in a note Thursday morning. Economic growth appears to be floating back down to earth after notching a very strong second half of 2023. GDP grew by 4.9% and 3.4% in the third and fourth quarters of last year. Those sticky inflation rates have pushed investors to slash their expectations for interest rate cuts by the Fed.
Persons: Dow, ”, Chris Zaccarelli, They’re, It’s, stagflation, Jamie Dimon, “ Stagflation, “, we’ve, Ben Carlson Organizations: New, New York CNN, Nasdaq, Federal Reserve, Independent, Alliance, Fed, Economic, of New, JPMorgan, Ritholtz Wealth Management, Tech, Meta, Microsoft, Amazon Locations: New York, of New York
☆ Chart of the Day: Live Nation
  + stars: | 2024-04-16 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChart of the Day: Live NationJosh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to discuss reports that the DOJ is preparing to file an antitrust suit against Live Nation.
Persons: Josh Brown Organizations: Ritholtz Wealth Management, DOJ
☆ Trade Tracker: Josh Brown sells CBRE Group
  + stars: | 2024-04-16 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Josh Brown sells CBRE GroupJosh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to explain why he sold the commercial real estate name.
Persons: Josh Brown Organizations: Ritholtz Wealth Management
☆ Watch CNBC's full interview with Invesco's Kristina Hooper and Ritholtz's Josh Brown
  + stars: | 2024-04-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Invesco's Kristina Hooper and Ritholtz's Josh BrownKristina Hooper, Invesco chief global market strategist, and Josh Brown, CEO of Ritholtz Wealth Management, join 'Closing Bell' to discuss why the market seems overreacting to the latest CPI data, how PCE data will affect equity markets, and more.
Persons: Invesco's Kristina Hooper, Josh Brown Kristina Hooper, Josh Brown Organizations: Ritholtz Wealth Management
☆ Josh Brown explains 'cut on, cut off' market
  + stars: | 2024-04-04 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJosh Brown explains 'cut on, cut off' marketJosh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to describe what he means by the "Cut On, Cut Off" market.
Persons: Josh Brown Organizations: Ritholtz Wealth Management
☆ Watch CNBC's full interview with Ritholtz's Josh Brown, Solus' Dan Greenhaus and Wealth Enhancement's Ayako Yoshioka
  + stars: | 2024-03-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Ritholtz's Josh Brown, Solus' Dan Greenhaus and Wealth Enhancement's Ayako YoshiokaJosh Brown, Ritholtz Wealth Management CEO, Dan Greenhaus, Solus Alternative Asset Management chief strategist, and Ayako Yoshioka, Wealth Enhancement Group senior portfolio manager, join 'Closing Bell' to discuss the market momentum, their market and economic outlook.
Persons: Ritholtz's Josh Brown, Solus, Dan Greenhaus, Josh Brown, Ayako Organizations: Ritholtz Wealth Management, Asset Management, Group
☆ Thriving investors are looking toward homebuilding and consumer goods, says Ritholtz's Josh Brown
  + stars: | 2024-03-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThriving investors are looking toward homebuilding and consumer goods, says Ritholtz's Josh BrownJosh Brown, Ritholtz Wealth Management CEO, joins 'Closing Bell' to discuss the market momentum, his economic outlook, and more.
Persons: Ritholtz's Josh Brown Josh Brown Organizations: Ritholtz Wealth Management
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